Categories
Links

Linkfest: 18 June, 2024

Some stuff I am reading today morning:

IMD says monsoon at 20% deficit (BS)

Govt considering Income Tax cut (HT)

SEBI plans tougher F&O rules (Rediff)

HAL gets 45,000 Cr order (BW)

Edelweiss round tripping money ( Op India )

Stock Analysis: Dr Reddy’s Laboratories Ltd (Dr Vijay Malik)

Commodity: Silver (The Market)

The best investment strategy for speculative markets (Jim Chanos)

Roger Federer Vs the Stock Market ( Common Sense )

An Acquired Taste ( Conor Mac )

Categories
InvestorPresentations RealtyStocks

Mahindra Life: 5x Vision

Source: Investor Presentation of Mahindra Lifespaces Ltd

Categories
Cement

Ambuja: Blue Print Ready

Source: Investor Presentation of Ambuja Cements Ltd

Categories
Links

Linkfest : 17 June, 2024

Some stuff I am reading today morning:

India, Oman to sign FTA ( DH )

Foreign investors return to Indian markets ( BW )

R/WallStreetBets discovers India ( Rahul Sanghi )

Chinese auto makers overtake US rivals ( CNBC)

Zomato to buy Paytm’s movie ticketing and events business ( BT )

Interview with Manish Chokhani ( CNBC TV18 )

Stock Talk : NTPC ( Rediff )

Reports of demise of Petro Dollar are fake ( Morningstar)

Horseshoes & Hand grenades ( F & F )

Useful & Overlooked skills ( Morgan Housel )

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Suzlon: Gone with the Wind (AI)

Indian Retail: Sell Euphoria, Buy Fear (AI)

The world’s first exit poll stock scam (DH)

ITR Due Dates (HT)

IFB: Margin Call (AI)

Mega Trend: India Interior Design (AI)

UPL: Loan Groan (AI)

Whine & Dine (AI)

SEBI fines CNBC Awaaz anchor (FE)

On picking stocks (Bala)